Group 1 - The upcoming FOMC meeting is surrounded by political drama, with a federal judge temporarily blocking President Trump's dismissal of Fed Governor Lisa Cook, ensuring her position for the time being [2][3] - Stephen Milan's nomination to the Federal Reserve Board is progressing rapidly, potentially filling a vacancy by January 31, 2024, which could influence future interest rate decisions [3] - The market is closely watching not only the expected 25 basis point rate cut but also who will be responsible for the economic forecasts, as this could significantly impact market expectations for 2025 [3][4] Group 2 - The temporary injunction by the judge has highlighted the ongoing struggle for the independence of the Federal Reserve, raising questions about the influence of political dynamics on monetary policy [3] - The probability of a 25 basis point rate cut has slightly decreased from 90% to 82% in the past week, reflecting market uncertainty due to the ongoing political situation [3]
BBMarkets:美联储宫斗进入加时赛,一次提名与全球市场的心跳
Sou Hu Cai Jing·2025-09-11 08:05